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Putnam Retirement Advantage 2025 R6 (PBATX)

10.42
+0.01
+(0.10%)
At close: 8:01:56 PM EDT
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  • Previous Close 10.41
  • YTD Return 0.58%
  • Expense Ratio 0.45%
  • Category Target-Date 2025
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 19.84M
  • Beta (5Y Monthly) 0.68
  • Yield 3.80%
  • 5y Average Return --
  • Holdings Turnover 58.00%
  • Last Dividend 0.40
  • Inception Date Sep 1, 2020

The fund's asset allocation strategy may be attractive to investors who plan to retire or otherwise intend to begin making periodic withdrawals of their investments in or about 2025 (the target date). It is designed to provide diversification among different asset classes by investing its assets in other Putnam mutual funds, referred to as underlying funds.

Franklin Templeton Investments

Fund Family

Target-Date 2025

Fund Category

19.84M

Net Assets

2020-09-01

Inception Date

Performance Overview: PBATX

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Trailing returns as of 5/7/2025. Category is Target-Date 2025.

YTD Return

PBATX
0.58%
Category
6.61%
 

1-Year Return

PBATX
8.74%
Category
21.54%
 

3-Year Return

PBATX
5.80%
Category
10.23%
 

5-Year Return

PBATX
5.26%
Category
9.75%
 

Holdings: PBATX

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Sector Weightings

SectorPBATX
Technology   24.05%
Healthcare   11.24%
Industrials   8.17%
Real Estate   4.23%
Energy   4.05%
Utilities   3.48%

Recent News: PBATX

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Research Reports: PBATX

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